EQTIX
Price
$17.51
Change
+$0.04 (+0.23%)
Updated
Aug 27 closing price
Net Assets
986.06M
SCCUX
Price
$11.54
Change
+$0.02 (+0.17%)
Updated
Aug 27 closing price
Net Assets
198.46M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$17.51
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets986.06M
Invesco Income Advantage U.S. Fund C
Price$11.54
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets198.46M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Aug 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a StrongBuy and SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 986M vs. SCCUX (198M). EQTIX pays higher dividends than SCCUX: EQTIX (9.33) vs SCCUX (5.34). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 13.56 vs. EQTIX (9.73). EQTIX return over 5 years is better than : 45.86 vs. SCCUX (43.46).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD6.4719.50768%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets986M198M498%
Annual Yield % from dividends9.335.34175%
Returns for 1 year9.7313.5672%
Returns for 3 years42.1344.7294%
Returns for 5 years45.8643.46106%
Returns for 10 years24.5360.4341%
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